Mark Belford

Enigma
DISC Type : dic

Financial Advisor at Morgan Stanley

Menlo Park, California, United States

Overview

Mark has no verified overview

Personality Overview

Fast Follower

Challenger

Hard To Convince

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Mark has no verified topics they care about

Media Appearances

Mark has no verified media appearances

Work History

11-2022
Financial Advisor at Morgan Stanley
4-2019 - 12-2021
Services Marketing - Finance/Budget Mgmt at Apple
1-2018 - 4-2019
Services Marketing - Finance/Budget Mgmt @ Apple at PRO Unlimited
6-2017 - 10-2017
Business Intern at Kiewit
5-2016 - 6-2017
Facility Supervisor at Santa Clara University

Education

2014 - 2018
Finance and Entrepreneurship from Santa Clara University Leavey School of Business
2010 - 2014
High School from Creighton Preparatory School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Menlo Park, California, United States Job Level : N/A Designation : Financial Advisor at Morgan Stanley
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Mark

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Mark take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Mark

Personality Compatibility


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